(JKG) iShares Morningstar - Performance 5.3% in 12m
Compare JKG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-26.53%
#70 in Group
Rel. Strength
52.74%
#3761 in Universe
Total Return 12m
5.28%
#42 in Group
Total Return 5y
-55.82%
#71 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: JKG (5.3%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
3.15% | 12.6% | 75.4% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
4.61% | 10.8% | 90.2% | - | - | - | - | - |
| DEUS NYSE ARCA Xtrackers Russell US |
4.76% | 7.91% | 94.9% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
5.37% | 4.91% | 91% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
4.25% | 3.21% | 98.4% | - | - | - | - | - |
| BRNY NASDAQ Burney U.S. Factor Rotation |
5.8% | 14.1% | 70.4% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
8.35% | 0.56% | 151% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.48% | 6.72% | 89.4% | - | - | - | - | - |
Performance Comparison: JKG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for JKG
| Total Return (including Dividends) | JKG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.94% | 2.87% | 2.87% |
| 3 Months | -5.51% | -6.42% | -6.42% |
| 12 Months | 5.28% | 9.87% | 9.87% |
| 5 Years | -55.82% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | JKG | SPY | S&P 500 |
| 1 Month | 90.3% | 89.4% | 89.4% |
| 3 Months | -74.1% | -72% | -72% |
| 12 Months | 42.3% | 49.3% | 49.3% |
| 5 Years | -21.4% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #30 | 2.85% | 2.85% |
| 3 Month | #34 | 0.84% | 0.84% |
| 12 Month | #35 | -4.30% | -4.30% |
| 5 Years | #71 | -78.7% | -78.7% |
FAQs
Does JKG iShares Morningstar outperforms the market?
No,
over the last 12 months JKG made 5.28%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months JKG made -5.51%, while SPY made -6.42%.
Over the last 3 months JKG made -5.51%, while SPY made -6.42%.
Performance Comparison JKG vs Indeces and Sectors
JKG vs. Indices JKG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.14% | 3.07% | -1.63% | -4.59% |
| US NASDAQ 100 | QQQ | 0.89% | 1.23% | -2.04% | -6.04% |
| US Dow Jones Industrial 30 | DIA | 0.86% | 4.33% | -0.60% | -1.09% |
| German DAX 40 | DAX | -0.98% | -13.3% | -27.2% | -19.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.48% | -0.33% | -0.86% | -0.35% |
| Hongkong Hang Seng | HSI | -2.38% | -10.3% | -11.1% | -6.81% |
| India NIFTY 50 | INDA | 3.53% | 3.66% | -3.53% | 2.95% |
| Brasil Bovespa | EWZ | -0.91% | -5.59% | -10.8% | 11.8% |
JKG vs. Sectors JKG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.96% | 2.27% | -7.81% | -15.1% |
| Consumer Discretionary | XLY | 0.22% | 2.43% | 0.56% | -8.77% |
| Consumer Staples | XLP | 1.51% | 3.92% | -8.54% | -2.28% |
| Energy | XLE | 0.16% | 5.86% | 4.37% | 15.0% |
| Financial | XLF | 0.51% | 0.37% | -7.51% | -16.2% |
| Health Care | XLV | 4.93% | 10.3% | 3.60% | 11.2% |
| Industrial | XLI | -0.43% | -1.44% | -2.61% | -4.71% |
| Materials | XLB | 1.15% | 1.23% | 2.42% | 11.3% |
| Real Estate | XLRE | 1.47% | -0.18% | -4.01% | -8.18% |
| Technology | XLK | 0.25% | -0.80% | 0.64% | -1.72% |
| Utilities | XLU | 0.10% | 0.32% | -9.40% | -10.6% |
| Aerospace & Defense | XAR | 0.63% | -3.40% | -10.9% | -19.9% |
| Biotech | XBI | 9.22% | 3.92% | 19.4% | 19.3% |
| Homebuilder | XHB | 1.58% | 2.87% | 12.0% | 15.0% |
| Retail | XRT | 0.99% | 2.35% | 4.66% | 9.60% |